Salesforce + Chatdrill
Sync qualified conversations into your pipeline.
- Connect in minutes
- No code required
- Disconnect any time
Salesforce
Settings → Integrations → SalesforceWhat you get with Salesforce
Everything below works from the moment the connection is authorised — no scripts, no middleware, no second admin tool to learn.
Lead and contact sync
Activity timeline write-back
Owner-based routing
Every qualified conversation writes back to Salesforce.
Contacts, deals and transcripts sync automatically, so the pipeline reflects what was actually said rather than a form fill three days later.
- Create and enrich Salesforce records straight from a conversation
- Route the thread to the record owner
- Keep the full transcript on the customer timeline
Connect Salesforce in three steps.
No implementation project and no consultant. If it takes longer than a coffee, tell us and we will fix it.
Authorise the connection
Open Settings → Integrations, find Salesforce and sign in. Permissions are shown before you approve them.
Choose what syncs
Pick the account, channel or store, and decide what should appear beside each conversation.
Put it to work
Use Salesforce inside automation rules, routing and AI answers from the very next message.
Works well with the rest of your stack.
Questions about the Salesforce integration.
Free includes three integrations and Starter includes ten, so Salesforce fits on either if it is one of the tools you choose. Growth, Business and Enterprise include the whole catalogue. The comparison table on the Pricing page has the detail.
Minutes. You authorise the connection from Settings → Integrations, choose what should sync, and it starts working on the next conversation. There is nothing to install on your own servers and no code to write.
Yes, from the same screen, at any time. Your conversation history stays in Chatdrill and nothing is removed from Salesforce.
Put Salesforce to work inside your inbox.
Start free, connect in minutes, and keep the tools you already run on.
No credit card required.